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WisdomTree US LargeCap Fund
EPS

155 hedge funds and large institutions have $854M invested in WisdomTree US LargeCap Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

9% more capital invested

Capital invested by funds: $784M → $854M (+$69.9M)

5% more funds holding

Funds holding: 148 → 155 (+7)

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

1.52% less ownership

Funds ownership: 69.38% → 67.86% (-1.5%)

Holders
155
Holders Change
+7
Holders Change %
+4.73%
% of All Funds
2.03%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
21
Increased
51
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
+$9.02M
2
WIM
WealthPlan Investment Management
Nebraska
+$8.07M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.14M
4
IA
Integrity Alliance
Iowa
+$6.66M
5
PSCM
Per Stirling Capital Management
Texas
+$4.89M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$29.1M
2
FT
Fiduciary Trust
Massachusetts
-$8.95M
3
Lido Advisors
Lido Advisors
California
-$2.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.92M
5
PCA
Prosperity Capital Advisors
Ohio
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$6.89K – – –
BTI
152
Blue Trust Inc
Georgia
$5.58K – – –
MSG
153
Main Street Group
Virginia
$3.45K – – –
DWM
154
Darwin Wealth Management
Florida
$2.41K – – –
MG
155
Mather Group
Illinois
$620 +$598 +9 New
Citadel Advisors
156
Citadel Advisors
Florida
– -$1.92M -29,955 Closed
PCA
157
Prosperity Capital Advisors
Ohio
– -$1.79M -28,020 Closed
PFGIA
158
Patriot Financial Group Insurance Agency
Massachusetts
– -$1.09M -17,066 Closed
EH
159
Equitable Holdings
New York
– -$917K -14,333 Closed
JCIA
160
Jackson Creek Investment Advisors
Colorado
– -$573K -8,954 Closed
ARC
161
Advisor Resource Council
Texas
– -$468K -7,317 Closed
HA
162
Huntleigh Advisors
Missouri
– -$416K -6,498 Closed
FPCP
163
Fort Point Capital Partners
California
– -$308K -4,810 Closed
IWC
164
Integrated Wealth Concepts
Massachusetts
– -$219K -3,420 Closed
TSMHT
165
Thurston Springer Miller Herd & Titak
Indiana
– -$30.7K -480 Closed
T
166
Transce3nd
Texas
– -$17.2K -268 Closed
AAP
167
Arax Advisory Partners
Colorado
– -$3.9K -61 Closed
3 4 5 6
7

EPS Hedge Fund Activity: Q3 2025 in Review

155 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US LargeCap Fund (EPS) for Q3 2025, worth a combined $854M — up 8.9% from $784M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EPS positions and 12 closed out — a net gain of 9 holders — while 51 added to existing stakes and 49 trimmed.

The largest buyer was Systelligence LLC, adding an estimated $9.02M. The largest seller was Private Advisor Group, cutting an estimated $29.1M.

  • 155 institutional investors held WisdomTree US LargeCap Fund (EPS) as of Q3 2025, up from 148 in Q2 2025.
  • Funds reported $854M of WisdomTree US LargeCap Fund stock for Q3 2025, up 8.9% quarter-over-quarter.
  • 21 funds opened new WisdomTree US LargeCap Fund positions in Q3 2025 and 12 closed out, a net change of +9 holders.
  • The largest WisdomTree US LargeCap Fund buyer in Q3 2025 was Systelligence LLC, an estimated $9.02M added.
  • The largest WisdomTree US LargeCap Fund seller in Q3 2025 was Private Advisor Group, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2025.